Key Questions for Long-Term Investors

March 4, 2022
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be
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What are my options to consider when I am retiring or changing jobs?

August 1, 2019
There are typically four options to consider when leaving an employer’s retirement plan, each with its benefits and considerations. Roll the retirement account into an IRA account (IRA Rollover). Leave the money in the former employer plan (if allowed by former employer). Move the assets to a new employer (if allowed by new employer). Withdraw
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What are important financial items to address for married couples?

July 22, 2019
“In my house I’m the boss, my wife is just the decision maker.” Woody Allen Financial Checklist for Married Couples Get Finances In Order Create a realistic budget Reduce or eliminate bad deb Establish an emergency fund Determine joint or separate accounts Updates If changing name, update driver’s license, passport and other documents Consider making
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